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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: kapkan4u who wrote (69960)	8/26/1999 2:58:00 AM
From: Process Boy	Respond to of 1571825

kap - <I will make a prediction that by the end of the year 2001 AMD's valuation will exceed Intel's at around $100B.> Got it bookmarked. PB

To: kapkan4u who wrote (69960)	8/26/1999 3:12:00 AM
From: Paul Engel	Respond to of 1571825

Kal Kan - Re: " FAB25 and FAB30 together can build 40M Athlons/K8s in 0.18u/0.13u in the year 2001." No kidding ? AMD can do that ? Just how many 0.18/0.13 micron Athlons have they already shipped that leads you to believe they can expand that volume to 40 Million in just a few years? Paul

To: kapkan4u who wrote (69960)	8/26/1999 3:13:00 AM
From: Charles R	Respond to of 1571825

Kap, <I will make a prediction that by the end of the year 2001 AMD's valuation will exceed Intel's at around $100B.> Could you remind me when that happens? I will buy you a lunch. I know, I am being cheap ;-) Chuck

To: kapkan4u who wrote (69960)	8/26/1999 3:22:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1571825

<I will make a prediction that by the end of the year 2001 AMD's valuation will exceed Intel's at around $100B.> Three words, Kap: President Dan Quayle. Tenchusatsu

To: kapkan4u who wrote (69960)	8/26/1999 11:47:00 AM
From: DRBES	Read Replies (3) \| Respond to of 1571825

re: "To: +Charles R (69954 ) From: +kapkan4u Thursday, Aug 26 1999 2:56AM ET Reply # of 69976 <Do you see AMD, or any other player for that matter, having the capacity to supply 100Mu+ of microprocessors per year (growing at 20% per year)?> FAB25 and FAB30 together can build 40M Athlons/K8s in 0.18u/0.13u in the year 2001. If Athlon retains today's speed advantage over Intel, then much of the Athlon sales will happen in the high-end with ASPs of around $200. Do revenue of $10B and a profit of $5B in the year 2001 sound dominant to you? I will make a prediction that by the end of the year 2001 AMD's valuation will exceed Intel's at around $100B." HMMMMMM? Seems that I have seen something like this said in a number of my earlier and much earlier posts. GLOAT! GLOAT! GLOAT! GLOAT! GLOAT! Regards, DARBES